Institutions / Badgley Phelps Wealth Managers, LLC
Badgley Phelps Wealth Managers, LLC
CIK 1895362 · Institution · as of Dec 31, 2025
Portfolio value
$5.46B
Positions
327
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 327 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $331.83M | 6.1% |
| Apple Inc. | $266.37M | 4.9% |
| NVIDIA Corp | $259.24M | 4.7% |
| iShares Tr | $217.20M | 4.0% |
| Vanguard Index Fds | $197.54M | 3.6% |
| Amazon.com Inc | $154.89M | 2.8% |
| Vanguard Intl Equity Index F | $129.91M | 2.4% |
| iShares Tr | $117.99M | 2.2% |
| Vanguard Tax-Managed Fds | $113.85M | 2.1% |
| Alphabet Inc. | $113.65M | 2.1% |
| ELI LILLY & Co | $111.25M | 2.0% |
| JPMorgan Chase & Co | $103.63M | 1.9% |
| Alphabet Inc. | $103.12M | 1.9% |
| Vanguard Scottsdale Fds | $87.33M | 1.6% |
| Meta Platforms Inc | $86.77M | 1.6% |
| Costco Wholesale Corp /New | $78.50M | 1.4% |
| Warren E. Buffett | $75.08M | 1.4% |
| iShares Tr | $72.04M | 1.3% |
| Visa Inc | $71.20M | 1.3% |
| iShares Tr | $70.07M | 1.3% |
| iShares Tr | $65.87M | 1.2% |
| Broadcom Inc. | $64.69M | 1.2% |
| iShares Tr | $59.80M | 1.1% |
| iShares Tr | $59.26M | 1.1% |
| iShares Tr | $56.65M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.